Member Management

In this article

Creating Customer in Shopify and Sync to LS Central

Creating Customer in LS Central and Sync to Shopify

eCommerce - Shopify supports member management between LS Central and Shopify, keeping customer records consistent across both systems. In non‑B2B mode, customers are matched and synchronized in both directions using Member Contacts; in B2B mode, only the standard LS Central Customer record is used, and only in the direction from LS Central to Shopify.

The Member Management feature lets you:

  • Pull customers created in Shopify and turn them into Member Contacts in LS Central, or update the matching contact if one already exists.
  • Send Member Contacts created or updated in LS Central to Shopify, either on demand or automatically as part of the scheduled contact update job.
  • Automatically create a Member Contact on the fly when a Shopify order is pulled in, if no matching contact exists yet.

Initial Configuration

The Member Management options are configured on the Shopify Administration page for the store (the Shopify Setup Card), in the System and Web Hooks group:

Field

Description

B2B Mode

Specifies whether to use B2B mode, using Customer instead of Member Contact. When enabled, the Pull ‑ Contacts action is disabled, since customers can only be sent to Shopify, not pulled from it.

Send Contacts

Specifies whether to send member contacts to Shopify in non‑B2B mode when running the scheduled contact update job. This only affects the scheduler; the Update ‑ Customers action can always be run manually regardless of this setting.

Missing Contact Name

Specifies the default text used for a missing customer first or last name when a Shopify customer is pulled in with only one of the two populated. If left empty, a missing name causes an error instead.

Order creates contacts

Specifies whether order creation will create contacts that do not exist in LS Central yet. When enabled, pulling a Shopify order for a customer with no matching Member Contact (in non‑B2B mode) creates one automatically.

Creating Customer in Shopify and Sync to LS Central

Note: This direction is only available in non‑B2B mode. If B2B Mode is enabled, the Pull ‑ Contacts action shows a message asking you to use Update ‑ Customers instead.

  1. Open Shopify Admin, go to Customers - Add customer, enter the customer’s first name, last name, email, phone number, and address, then select Save.
  2. Open Customers in Shopify Admin and verify that the newly created customer appears in the list.
  3. In LS Central, Click the icon, enter Shopify Administration and select the relevant link. for the store connected to the Shopify store.
  4. On the Pull group, click Contacts to pull customers from Shopify. This retrieves any customer created or updated in Shopify since the last pull.

  5. Each pulled customer with an email address is matched against existing Member Contacts, first by the Shopify customer’s External ID, then, if no match is found, by E-Mail:

    • If a matching Member Contact is found, its details are updated with the data coming from Shopify.
    • If no matching contact is found, a new Member Contact (with a new Account No. and Contact No.) is created from the Shopify customer data.
  6. Click the icon, enter Member Contacts and select the relevant link. and verify that the customer information has been synchronized correctly, including the External ID field, which holds the Shopify customer ID.

Creating Customer in LS Central and Sync to Shopify

  1. Click the icon, enter Member Contacts and select the relevant link.
  2. Click New to create a new member contact, create a new Account No., and fill in the required fields to complete the member account setup.
  3. Complete the Member Contacts page by filling in all remaining required fields. Make sure that Name, Address, Email Address, and Phone Number are entered accurately, since a contact without an email address is not sent to Shopify.
  4. Click the icon, enter Shopify Administration and select the relevant link. for the store connected to the Shopify store.
  5. On the Update group, click Customers to send Member Contacts (with an email address) to Shopify. This can be done regardless of the Send Contacts setting; enabling Send Contacts only makes this happen automatically on the scheduled contact update job as well.
  6. Open Shopify Admin, navigate to Customers, and verify that the customer has been added to (or updated in) the customer list.

Note: In B2B Mode, the same Update - Customers action sends the standard LS Central Customer record to Shopify instead of a Member Contact.